Shenkman Law
-
Can CPAs and Wealth Advisers Advise Clients on the CTA Without Committing the Unauthorized Practice of Law?
September 24, 2024
Corporate Transparency Act (CTA) filings for entities formed before 2024 are due on or bef....
View Webinar » -
2024 Year End, New Developments, and Thoughts on How Practitioners Might Cope
September 22, 2024
There are many new developments and deadlines on every practitioner’s plate to address b....
View Webinar » -
Corporate Transparency Act: 3 Critical Updates You Must Know: Unauthorized Practice of Law, Trusts and Dissolved Entities
September 15, 2024
The Corporate Transparency Act (CTA) filing deadline for entities created before 2024 is D....
View Webinar » -
Loper Bright Supreme Court Decision: Opportunity to Reassess Tax Positions
September 6, 2024
The Loper Bright case, decided by SCOTUS at the beginning of July, and which overruled its....
View Webinar » -
Supreme Court Holding In Connelly Requires that Redemption Agreements be Reconsidered
June 25, 2024
On June 6, 2024, the U.S. Supreme Court issued a unanimous opinion on a closely held busin....
View Webinar » -
Corporate Transparency Act: Deeper Dive
May 31, 2024
An Alabama Court held the Corporate Transparency Act (“CTA”) unconstitutional. Nationa....
View Webinar » -
Noncompete Ban: What Every Estate Planner Must Know About the FTCs New Rule and Its Impact on Estate and Succession Planning
May 26, 2024
The Federal Trade Commission (FTC) has issued a new Rule prohibiting noncompete agreements....
View Webinar » -
What Fiduciaries Need to Know About Active Management of Life Insurance Trusts (AMLITs)
May 17, 2024
Fiduciaries are concerned with life insurance planning because of the conflicts of interes....
View Webinar » -
Terminating an Estate Planning Prospect or a Client
May 10, 2024
Terminating a client relationship is rarely an easy or pleasant topic. No attorney, CPA, o....
View Webinar » -
Biden 2025 Budget: Would Change Estate Planning As We Know It
May 3, 2024
The Biden administration's 2025 budget would raise taxes on the wealthy and seek to reduce....
View Webinar »